Aaron Newman

To make it easier and faster for advisers to manage their existing client policies, life insurer TAL has launched Inforce Management – a new digital tool within the TAL Adviser Centre (TAC).

Developed with advisers and their teams, the new feature brings together all inforce policy information into a single intuitive dashboard. For advisers, this means secure, faster and insights-rich management of their inforce policies, giving them time back to focus on their clients.

Early adopters of Inforce Management are already saving up to 30 minutes a day on common inforce tasks such as managing overdue policies and identifying policies at risk of lapsing.

Aaron Newman, TAL General Manager – Individual Life Product, Individual Life, said: “We know advisers want to spend more time with clients, and less time chasing paperwork.”

“Inforce Management was co-created with advisers and their teams. Their insight helped identify the friction points, allowing us to deliver intuitive solutions that support how advice practices operate.”

David Arthur, TAL General Manager, Individual Life Technology & Delivery, said: “We see technology as a powerful enabler of quality advice and strong client relationships. Our role is to build systems that support good outcomes and reduce complexity.”

Smarter insights, faster workflows, secure submissions

Inforce Management makes it easy to view upcoming renewals, lapses and overdue policies at a glance, helping advisers proactively support their clients. It also provides:

• Smarter insights: Quick visibility of client policy activity and service requests.
• Faster workflows: Easy access to common transactions like updating client details and payment information.
• Secure submissions: Introducing a new Secure File Transfer tool enabling advisers to securely share alteration requests, and immediately confirms successful delivery.
• Better outcomes: Everything in one place, so advisers can proactively support clients through key milestones.

Weekly inforce insights with TAL In Focus

To complement the dashboard, TAL has also introduced TAL In Focus, a new weekly reporting email that gives advisers and their support teams a quick snapshot of all upcoming required client actions and activity. This weekly communication will help them to plan ahead and respond quickly to clients who need support.

“Inforce Management builds on our existing digital capability and marks a meaningful step forward in how we support advice practices. We will continue developing these tools alongside advisers, with more enhancements already underway,” added Mr Arthur.

Advisers can access Inforce Management through their existing TAC login or contact their Business Development Manager for support and share feedback.

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David Arthur

In line with TAL’s ongoing commitment to enhancing the TAL Adviser Centre (TAC), the Australian life insurer has launched real-time alteration quotes for existing customers. This update is part of a significant investment program to create a faster, easier, and better digital experience for advisers and their clients.

Built directly in response to adviser feedback, the new quoting technology supports advisers to efficiently review and update clients’ insurance cover.

David Arthur, General Manager of Technology Delivery at TAL said, “Real-time alteration quotes is the first of a significant program of technology enhancements that support client retention and make doing business with TAL easier.”

“We know time is valuable or advisers and their clients. That is why TAL continues to invest in technology to streamline insurance processes, enabling advisers to provide timely and tailored risk solutions, and ultimately enhance the overall experience for both advisers and their clients.”

“The goal is to simplify the quote alteration process, so advisers spend less time on administrative tasks and more on what matters most – helping their clients achieve financial security.”

“Earlier this year, we asked advisers how TAL could support them in servicing existing clients. Their feedback, along with the most common requests such as decreasing sum insured or permanently removing CPI indexation, was key to developing the new real-time alteration quotes functionality,” said Mr Arthur.

Real-time alteration quotes provide instant premium calculations so advisers can present potential cost-saving options to their clients. Other capabilities include:

• decrease sum insured
• reverse/decline indexation
• change payment frequency
• change waiting and benefit periods
• change smoker status
• change from Agreed to Indemnity
• removal of benefit options
• cancel cover.

“We recognise the need to continuously improve the adviser digital experience and will consult with advisers as we make ongoing enhancements. Looking ahead, we will add further functionality in September, including premium projections, increases, and adding cover options—all features requested by advisers,” said Mr Arthur.

The new technology received positive feedback from advisers during the testing phase. One adviser noted, “The new tool has made providing my clients with insurance options smooth and seamless. From my experience so far, this technology will make interactions with TAL faster since there is less need for back and forth with the insurer.”

In conjunction with real-time alteration quotes, TAL has launched the Tech Hub where advisers can find details about other new and upcoming TAC enhancements, including resources to help get the most from digital interactions with TAL.

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